Succession Planning for Founders

Protect what you’ve built. Prepare for what’s next.

You’re facing a turning point. Perhaps retirement is on the horizon, or you’re eyeing your next adventure. Your focus has shifted from building to ensuring what you’ve created endures.

That’s why we’re here.

It all starts with you


At Compass Group, we believe the best succession plans do more than transfer ownership. They honor legacy, protect culture, and prepare the people who will lead the business forward.

Discover a thoughtful approach to transition.

Succession to us (and, we know, to you) is more than a transaction. It’s a personal and professional milestone. We keep that in mind at every step.

That’s why our process begins with understanding your story, your goals, your team, and where you see your business going when you’re not running the day-to-day.

Every step reflects our Midwestern way of doing business: transparent, straightforward, and grounded in doing what’s right.

Get to know us

Chart the course that fits your plan.

We will work with you to craft the plan that fits your situation. We’re not going to grab the wheel. We’re here to help you maintain momentum, ensure stability, and keep trust intact.

Learn about Our Approach

Ensure guides are with you, every step of the way.

With Compass Group, you’ll gain a true partner. That means bringing our business, operational, and technical expertise to everything you do. Not to change how you work. But to make it better.

You’ll get an entire team of Compass Guides, working alongside you and your leadership group to strengthen every aspect of your business and set it up for sustained success.

Learn about Compass Guides

Joe Mantovani (Chief Legal Officer), Tracy Moore (People & Performance), Chris Hawkins (Financial Planning & Analysis), Jason Caulk (Digital Transformation), Brad Fitzgerald (Strategic Marketing)

Let’s go somewhere you’ve never been, together.

We salute the courage it has taken to bring you this far. Planning for succession is not easy. We know it’s not just about what comes next for your company, it’s about what’s next for you.

We’ll help you navigate it with clarity, honesty and care.

Talk to our team

George Heath*

Founder of Continental Pump Company, a Division of Kinetiflo Group


When George decided to partner with Compass Group, his priority was continuing his company’s legacy. In this video, he reflects on the company’s history and the values that built it.

Profiles in success.

Let’s chart your course together.

*Testimonials of portfolio company CEOs are provided to demonstrate the benefits of working with the Compass team. They are not provided to solicit investors in a Compass fund. Some CEOs featured in the testimonials may also have an interest in a Compass portfolio company or fund; such CEO’s testimonial is not offered on the basis of being an investor but rather as someone who works with the Compass team. No CEOs were paid for their endorsement. There is a conflict of interest in these unpaid testimonials and endorsements in that all executives stand to benefit from Compass’s success and their company is owned or partially owned by a Compass fund and thus is intended to provide favorable references.